Talent.com
Private Wealth Management Relationship Specialist

Private Wealth Management Relationship Specialist

Regions FinancialTampa, FL, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Private Wealth Management Relationship Specialist

At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (trust, insurance, deposits, credit, mortgage, investment, etc.) to affluent clients. This role is responsible for rendering an extraordinarily high level of services to private wealth management clients and supporting the Private Wealth management team's effort to grow and retain clients.

Primary Responsibilities

  • Facilitates day to day basic transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions
  • Enters and maintains appropriate client records in CRM tools, loan closing document preparation and assistance
  • Responds to client requests for information and assists with basic inquiries, within appropriate level of authority, including the processing of documentation for overdrafts and monitoring of various first line of defense risk activities
  • Supports sales efforts by assisting with information for scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to the link for more information.

Requirements

  • High School Diploma or GED and two (2) years general banking, paralegal, or client support experience OR a Bachelor's degree
  • Preferences

  • Bachelor's degree in a business related field
  • One (1) year of Private Wealth administration, Trust Support administration or related experience
  • Fundamental understanding of Wealth Management processes
  • Skills and Competencies

  • Proactive and thorough in developing comprehensive client correspondence.
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc)
  • Proven analytical and problem-solving skills, including attention to detail
  • Strong collaboration and relationship building skills
  • Strong organizational and customer service skills
  • Strong written and verbal communication skills
  • Full time

    Compensation Details

    Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include : experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

    Job Range Target :

    Minimum : $43,500.00 USD

    Median : $52,540.00 USD

    Incentive Pay Plans : This job is not incentive eligible.

    Benefits Information

    Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

  • Paid Vacation / Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program
  • Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

    Location Details

    Location : Tampa, Florida

    serp_jobs.job_alerts.create_a_job

    Wealth Management Specialist • Tampa, FL, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Private Wealth Management Relationship Specialist

    Private Wealth Management Relationship Specialist

    Regions FinancialClearwater Beach, FL, US
    serp_jobs.job_card.full_time
    Private Wealth Management Relationship Specialist.At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of bank products and service...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Investment Practice Specialist

    Investment Practice Specialist

    Raymond James FinancialSaint Petersburg, FL, US
    serp_jobs.job_card.full_time
    Branch Financial Services Professional.As an entry-level professional in the field of Branch Financial Services, use professional concepts to resolve problems of limited scope and complexity.Limite...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Representative

    Sales Representative

    LIBERTY NATIONALLithia, FL, US
    serp_jobs.job_card.full_time
    A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    NMLS Licensed Home Equity Specialist

    NMLS Licensed Home Equity Specialist

    VirtualVocationsLargo, Florida, United States
    serp_jobs.job_card.full_time
    A company is looking for a Home Equity Lending Specialist.Key Responsibilities : Assist home equity loan applicants by providing information on suitable loan products and gathering required docume...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Wealth Management Specialist

    Wealth Management Specialist

    Bank of AmericaTampa, FL, US
    serp_jobs.job_card.full_time
    Elite Growth Practice (EGP) Private Wealth Management Specialist.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Real Estate Sales Agent

    Real Estate Sales Agent

    Wealth Haven RealtySun City Center, FL, US
    serp_jobs.job_card.full_time
    Are you an experienced real estate professional who’s closed at least 6 transactions in the past 12 months? Wealth Haven Realty is looking for proven agents ready to take their business to th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Contract Management Specialist

    Contract Management Specialist

    VirtualVocationsClearwater, Florida, United States
    serp_jobs.job_card.full_time
    A company is looking for a Contract Management Specialist who will oversee contract compliance and vendor management.Key Responsibilities Execute contract lifecycle management and ensure adherenc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Private Wealth Consultant

    Private Wealth Consultant

    Raymond James FinancialSaint Petersburg, FL, US
    serp_jobs.job_card.full_time
    The Private Wealth Consulting team is a dedicated team providing high touch, comprehensive planning addressing the sophisticated needs of families with significant means (greater than $25M).As a pr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Investment Executive (Financial Advisor) Southwest, FL

    Investment Executive (Financial Advisor) Southwest, FL

    Fifth Third BankSt. Petersburg, FL, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Accountable for overall produc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Border Patrol Agent

    Border Patrol Agent

    U.S. Customs and Border ProtectionZephyrhills North, FL, United States
    serp_jobs.job_card.full_time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Affiliate Account Specialist

    Affiliate Account Specialist

    VirtualVocationsLargo, Florida, United States
    serp_jobs.job_card.full_time
    A company is looking for an Affiliate Account Specialist to join their team.Key Responsibilities Manage and onboard new affiliate partners for a seamless launch experience Prospect over 400 targ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    PWM Private Wealth Advisor

    PWM Private Wealth Advisor

    U.S. BancorpTampa, FL, US
    serp_jobs.job_card.full_time
    Responsible for retention and growth of medium to large size high net worth client relationships.Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds cl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationSt. Petersburg, Florida
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Associate - Local

    Tax Associate - Local

    IntuitLithia, FL, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Financial Settlement Specialist

    Financial Settlement Specialist

    VirtualVocationsLakeland, Florida, United States
    serp_jobs.job_card.full_time
    A company is looking for a Financial Settlement Specialist.Key Responsibilities Calculate pre-disability earnings and collaborate with claim teams to refine processes Review financial data to id...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Licensed Mortgage Loan Originator

    Licensed Mortgage Loan Originator

    VirtualVocationsLargo, Florida, United States
    serp_jobs.job_card.full_time
    A company is looking for a Licensed Mortgage Loan Originator.Key Responsibilities Engage with warm transfer leads from homebuyers and refinancers Consult with borrowers to present loan options a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management - Private Client Advisor - Palm Harbor, FL

    J.P. Morgan Wealth Management - Private Client Advisor - Palm Harbor, FL

    ChasePalm Harbor, FL, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Asset Resolution Specialist

    Senior Asset Resolution Specialist

    VirtualVocationsTampa, Florida, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Asset Resolution Specialist to manage non-performing loan portfolios and support borrower relationships. Key Responsibilities Monitor and manage a portfolio of no...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Malaysia Licensed Financial Planner

    Malaysia Licensed Financial Planner

    VirtualVocationsLargo, Florida, United States
    serp_jobs.job_card.full_time
    A company is looking for a Financial Planner located in Malaysia to provide holistic financial guidance to employees.Key Responsibilities Engage with clients remotely to provide guidance on finan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Family Practice

    Family Practice

    Genesis HealthCare ConsultantsZephyrhills, Florida, US
    serp_jobs.job_card.full_time
    Family Practice physician employment in Florida : .Family Medicine ' MD or DO ' Outpatient - Tampa Suburbs.Common primary care services and procedures. Board Certified or Board Eligible required.Must...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days